2022-05-12T08:27:01-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2020-07-01 060762783 THE NORWICH FREE ACADEMY NORW 8608872505 305 BROADWAY NORWICH CT 063603547 RICHARD FREEMAN DIRECTOR OF FINANCE 8604255522 2022-05-07 1 RICHARD FREEMAN 999009999 JOHN TOSCANO P00358542 8605614000 2022-04-30 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z RICHARD FREEMAN 305 BROADWAY NORWICH CT 06360 42730671 0 X WWW.NFASCHOOL.ORG X 1854 CT PROVIDE SECONDARY EDUCATION FOR HIGH SCHOOL STUDENTS IN THE CITY OF NORWICH AND THE NINE SURROUNDING TOWNS. 12 12 474 12 6525 1246 3093958 9627434 34147765 32763168 116516 73620 173904 153115 37532143 42617337 0 0 0 0 30274646 30769159 0 0 0 9554849 8763513 39829495 39532672 -2297352 3084665 43430200 43738913 27803434 20688318 15626766 23050595 TO PROVIDE SECONDARY EDUCATION (GRADES 9-12) FOR THE CITY OF NORWICH AND THE NINE SURROUNDING TOWNS. 0 0 28323828 32763168 PROVIDED SECONDARY EDUCATION (GRADE 9-12) FOR THE CITY OF NORWICH AND NINE SURROUNDING TOWNS. 28323828 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 35 0 1 474 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RICHARD FREEMAN DIRECTOR OF FINANCE 8604255522 305 BROADWAY NORWICH CT 06360 DAVID KLEIN HEAD OF SCHOOL (THRU 6/2020) 40.00 X 196333 0 12106 BRIAN M KELLY HEAD OF SCHOOL (AS OF 7/2020) 40.00 X 139815 0 13122 LUCINDA D FINGER DIRECTOR OF FINANCE (THRU 08/20) 35.00 10.00 X 106155 0 37818 RICHARD FREEMAN DIRECTOR OF FINANCE (AS OF 08/20) 35.00 10.00 X 61805 0 10241 KRISTIN PECKRUL DIRECTOR OF CURRICULUM 40.00 X 186440 0 28413 DENISE GRANT DIRECTOR OF CAREER CENTER 40.00 X 183651 0 28413 ROSS SWARD PRINCIPAL 40.00 X 182253 0 27803 BRYANT SHELDON PRINCIPAL 40.00 X 163023 0 12093 KATHLEEN E COTE PRINCIPAL 40.00 X 158564 0 28413 LEO E BUTLER DIRECTOR OF DIVERSITY 40.00 X 149527 0 10413 DIANA BOSCLAIR TRUSTEE 2.00 2.00 X 0 0 0 ALLYN BROWN III TRUSTEE 2.00 2.00 X 0 0 0 BETSY CONWAY SECRETARY 2.00 X X 0 0 0 KEITH FONTAINE TRUSTEE 2.00 2.00 X 0 0 0 CHRIS JEWELL TRUE 2.00 X 0 0 0 DEVOL JOYNER CHAIRMAN 2.00 2.00 X X 0 0 0 DAVID KALLA VICE CHAIRMAN 2.00 X X 0 0 0 DENISE LINDELL TREASURER 2.00 X X 0 0 0 TODD POSTLER TRUSTEE 2.00 2.00 X 0 0 0 MARK TRAMANTOZZI TRUSTEE 2.00 2.00 X 0 0 0 WILLIAM WARZECHA TRUSTEE 2.00 X 0 0 0 SARETTE WILLIAMS TRUSTEE 2.00 2.00 X 0 0 0 1527566 0 208835 9 0 1 0 HORIZON SERVICES CORPORATION 250 GOVERNOR STREET EAST HARTFORD CT 06108 FACILITY MANAGEMENT 931187 CHARTWELLS 305 BROADWAY NORWICH CT 06360 CAFETERIA SERVICES 640633 RICOH USA INC PO BOX 827577 PHILADELPHIA PA 19182 DIGITAL PRINTING SERVICES 264272 FRED C CHURCH INC 41 WELLMAN ST LOWELL MA 01851 BROKER 116242 NORTHEAST STUDENT CONSULTING LLC PO BOX 346 CANTON CT 06019 CONSULTING SERVICES 111785 5 4065000 5553551 8883 9627434 TUITION 611710 32593544 32593544 STUDENT ACTIVITIES 611710 106573 106573 CAFETERIA 611710 63051 63051 32763168 66583 66583 73200 0 73200 73200 73200 120371 113334 7037 7037 7037 MISCELLANEOUS REVENUE 900099 79915 6525 73390 79915 42617337 32763168 6525 220210 702343 291711 410632 22764530 16348296 6416234 1071803 781098 290705 4529689 3217434 1312255 1700794 1207564 493230 119062 105834 13228 83124 59018 24106 30000 30000 1372582 974533 398049 73262 52016 21246 443380 314800 128580 921992 654614 267378 46442 32974 13468 443452 314851 128601 2210992 1569804 641188 294422 209040 85382 REPAIR AND MAINTENANCE 1052351 747169 305182 CAFETERIA OPERATIONS 471994 471994 SUPPLIES 344922 279680 65242 ACTIVITIES AND ATHLETIC 258117 258117 597419 433281 164138 39532672 28323828 11208844 0 109426 4665175 5993300 289661 76728 77093351 47840010 30963704 29253341 2990186 3749485 4521474 4556633 43430200 43738913 2297260 2314632 407582 598801 11283153 10726966 4512860 0 9302579 7047919 27803434 20688318 X 15626766 23050595 15626766 23050595 43430200 43738913 X 3084665 695449 3643715 X X 0 1 X 1 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: TO KEEP NFA INFORMED OF LEGISLATION INVOLVING THE INDEPENDENCE OF THE NFA BOARD FROM THE SENDING TOWNS AND OF OTHER ISSUES THAT WOULD AFFECT THE SCHOOL. IN ADDITION, TO KEEP THE SCHOOL INFORMED ON STATE MATTERS THAT AFFECT SCHOOL FUNDING SUCH AS GRANT ANNOUNCEMENTS AND LEGISLATION. 71179750 1976038 20657191 295213 8241997 85275769 71976714 585484 1186650 425519 2143579 71179750 69652097 649995 3918626 2244004 71976714 66142394 1147269 4707511 2345077 69652097 59740756 883533 8377119 2859014 66142394 0.38670 0.61330 0 1 1 2790267 2790267 57788229 33788522 23999707 9434567 9042899 391668 7080288 5008589 2071699 29253341 AMOUNT DUE FROM AFFILIATE 3684470 OTHER ASSETS 63125 ASSETS HELD BY BOND TRUSTEE 809038 4556633 ACCRUED PENSION COSTS 6162042 OTHER LIABILITIES AND DEPOSITS 885877 7047919 PART V, LINE 4: INCOME FROM ENDOWMENT ASSETS IS USED FOR OPERATIONS OF THE SCHOOL. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE PROGRAM OF STUDY BOOKLET STATES: "THE NORWICH FREE ACADEMY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, SEX OR HANDICAPPED IN ITS EDUCATIONAL PROGRAMS, ACTIVITIES, ENROLLMENT OR EMPLOYMENT POLICIES." SCHEDULE E, PART I, LINE 6 NORWICH FREE ACADEMY RECEIVES AN EDUCATIONAL GRANT FROM NORWICH PUBLIC SCHOOLS THAT ORIGINATES FROM A FEDERAL SOURCE. NORWICH FREE ACADEMY RECEIVED NSLP GRANT THAT ORIGINATES FROM FEDERAL SOURCE. ON APRIL 22, 2020, THE ACADEMY RECEIVED A PAYCHECK PROTECTION PROGRAM (PPP) LOAN OF $4,512,860 GRANTED BY THE SMALL BUSINESS ADMINSTRATION (SBA) UNDER THE CORONAVIRUS AID, RELIEFT AND ECOMONIC SECURITY ACT (CARES ACT). ON JUNE 9, 2021, THE ACADEMY WAS LEGALLY RELEASED BY THE LENDER AND, ACCORDINGLY, RECORDED THE FULL AMOUNT OF FORGIVENESS AS REVENUE DURING THE FISCAL YEAR ENDED JUNE 30, 2021. X 0 0 X 0 1 0 0 0 0 0 0 0 DAVID KLEIN HEAD OF SCHOOL (THRU 6/2020) 142397 0 0 0 53936 0 0 0 12106 0 208439 0 0 0 BRIAN M KELLY HEAD OF SCHOOL (AS OF 7/2020) 139815 0 0 0 0 0 0 0 13122 0 152937 0 0 0 KRISTIN PECKRUL DIRECTOR OF CURRICULUM 184611 0 0 0 1829 0 0 0 28413 0 214853 0 0 0 DENISE GRANT DIRECTOR OF CAREER CENTER 181560 0 0 0 2091 0 0 0 28413 0 212064 0 0 0 ROSS SWARD PRINCIPAL 174424 0 6000 0 1829 0 0 0 27803 0 210056 0 0 0 BRYANT SHELDON PRINCIPAL 160540 0 625 0 1858 0 0 0 12093 0 175116 0 0 0 KATHLEEN E COTE PRINCIPAL 156473 0 0 0 2091 0 0 0 28413 0 186977 0 0 0 LEO E BUTLER DIRECTOR OF DIVERSITY 147111 0 0 0 2416 0 0 0 10413 0 159940 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS PROVIDED A DISCRETIONARY SPENDING ACCOUNT WHICH IS INCLUDED IN HIS INCOME. PART I, LINE 4B THE HEAD OF SCHOOL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. A CHEFA 060806186 20774YNV5 2013-03-01 15770007 REFINANCE FOR ORIGINAL ISSUE TO CONSTRUCT PERFORMING AND ARTS CENTER 0 0 0 A 5015007 15770007 15472542 297465 2013 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CHEFA DATE THE REBATE COMPUTATION WAS PERFORMED: 03/01/2018 FORM 990, PART VI, SECTION A, LINE 2 OUTGOING DIRECTOR OF FINANCE LUCINDA FINGER HAD A BUSINESS RELATIONSHIP WITH CERTAIN DIRECTORS, AS SHE IS EMPLOYED BY A RELATED ORGANIZATION GOVERNED BY THESE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND DISCUSSED AT A BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER, OFFICER AND KEY EMPLOYEE RECEIVES THE POLICY ON AN ANNUAL BASIS. THEY ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT THAT THEY UNDERSTAND AND HAVE COMPLIED. ANY RELATIONSHIPS MUST BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS NEGOTIATED BY THE BOARD. THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED USING COMPARABLE DATA AND THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED. THE COMPENSATION FOR OTHER KEY EMPLOYEES ARE DESIGNATED BY THE HEAD OF SCHOOL WITH BOARD DIRECTION FOR INCREASES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE SECRETARY OF THE STATE OFFICE. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT 3,643,715. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES TO THE OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR. NORWICH FREE ACADEMY FOUNDATION INC 321 BROADWAY NORWICH CT 06360 222678033 TO SOLICIT AND RECEIVE CONTRIBUTIONS FOR NORWICH FREE ACADEMY CT 501(C)(3) 7 THE NORWICH FREE ACADEMY 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 NFA FOUNDATION INC C 4065000 AMOUNT RECEIVED NFA FOUNDATION INC D 3684470 AMOUNT LOANED NFA FOUNDATION INC J 60000 RENT RECEIVED